Featured Products

Spotlight

Benchmarking the Industry: The Best Practices Study

Learn best practices from top agencies and gain insight into developing a Best Practices agency culture. In Part 1 of this webinar series, discover key findings from the latest Best Practices Agency study, gain insights on benchmarks for the highest performing agencies in the industry and learn about the tools you can leverage to improve agency performance and value.

Solutions

Products

Spotlight

Expanding Access to Markets and Automating Servicing: See What Agents Think

Discover what agents think about automated insurer connectivity, including eDocs and Messages and Claims download. Learn why automating distribution and servicing of insurance products ultimately drives more business opportunities for you.

Spotlight

ChurchWest Doubles in Premium with Added Efficiencies from Applied Epic

When partnering with one of their insurers, ChurchWest Insurance Services faced a challenge of needing to manage two agencies within one management system. Read the case study to discover how the agency now leverages one system to seamlessly manage both sets of data and create other efficiencies to quickly ramp up the business.

For Agents

Applied Rater

Easily present the most accurate and bindable rates to your clients. Automate quoting workflows for more than 500 insurers nationwide – the broadest coverage of any rating provider in the United States today. With the ability to integrate into agency websites and management systems, Applied Rater® provides a single point of data entry to automate the exchange of information directly to insurers’ websites, reducing time spent managing duplicative data entry.

Key Benefits

Quote with greater accuracy

Pull quotes directly from insurer sites into the application to quickly compare and present accurate and bindable rates to your clients.

Access the broadest range of insurers and product line coverage

Automate the quoting process with more than 525 insurers and across all personal lines of business in a single application.

Integrate rate quotes directly into your daily workflow

Utilize a single point-of-data entry and validation with existing customer and prospect data pre-filled from your agency management system.

Capabilities

Pipeline visibility

Track prospects through the pipeline, view follow up reminders and initiate new quotes via the Applied Rater Dashboard.

Accurate rates on all lines of business

Access rates from more than 500 insurers nationwide and quote more lines than just standard auto and homeowners, including boat, trailer, renters and more personal lines.

Integrated proposals

Elevate your proposal process with pre-designed templates that automatically pull in rate quotes for customers in an easy-to-read, professional-looking proposal.

What's New

Personalized flood proposals

Automatically receive a personalized flood proposal, including a cost indication, on a home’s estimated flood risk and a customer waiver with each homeowners quote.

Automated information lookup

Streamline your data collection workflows for a quicker sales process. In partnership with LexisNexis, you can now auto-verify prospects' and customers' driving and dwelling information.